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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,160 | $64,729-92.0% | $112,263-95.4% | $68,490-92.5% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -20.50% | -11.40%-9.1pp | 27.49%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,201 | $3,566-38.3% | $4,729-53.5% | $4,028-45.4% |
| Admin fee / account holder | $882 | $5,222-83.1% | $6,410-86.2% | $5,403-83.7% |